Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | Thornburg Limited Term Income Fund · THIFX, THICX, THIIX, THIRX, THRRX, THRIX, THRLX, THIQX cheaper | 11% | 0.42% | Thornburg Investment Management, Inc. |
| 2 | Federated Hermes Total Return Bond Fund · FTRFX, TLRAX, TLRCX, FTRKX, FTRBX, FTRLX cheaper diff. adviser | 8% | 0.38% | Federated Advisory Services Company, Federated Investment Management Company |
| 3 | BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF · XSVN cheaper diff. adviser | 8% | 0.05% | BondBloxx Investment Management Corporation |
| 4 | Fixed Income Fund · NOFIX cheaper diff. adviser | 7% | 0.45% | NORTHERN TRUST INVESTMENTS, INC. |
| 5 | BNY Mellon Global Fixed Income Fund · SDGIX, DHGAX, DHGCX, DSDYX cheaper diff. adviser | 7% | 0.47% | BNY Mellon Investment Adviser, Inc. |
| 6 | Core Bond Fund · NOCBX cheaper diff. adviser | 7% | 0.42% | NORTHERN TRUST INVESTMENTS, INC. |
| 7 | iShares 7-10 Year Treasury Bond ETF · IEF cheaper diff. adviser | 7% | 0.15% | BlackRock Fund Advisors |
| 8 | Nomura Diversified Income Fund · DPDFX, DPCFX, DPRFX, DPFFX, DPZRX cheaper diff. adviser | 7% | 0.32% | Macquarie Investment Management Business Trust |
| 9 | Touchstone Variable Series Trust-Touchstone Bond Fund cheaper diff. adviser | 7% | 0.62% | Touchstone Advisors, Inc. |
| 10 | Amplify BlackSwan Growth & Treasury Core ETF cheaper | 7% | 0.49% | — |
| 11 | Amplify BlackSwan ISWN ETF · ISWN cheaper | 7% | 0.49% | — |
| 12 | WisdomTree 7-10 Year Treasury Digital Fund · WTSTX cheaper diff. adviser | 7% | 0.05% | WisdomTree Digital Management, Inc. |
| 13 | Aristotle Core Bond Fund · PLEBX, PLEDX, PLEHX cheaper diff. adviser | 7% | 0.44% | Aristotle Investment Services, LLC |
| 14 | WisdomTree 7-10 Year Laddered Treasury Fund · USIN cheaper diff. adviser | 7% | 0.15% | WisdomTree Asset Management, Inc. |
| 15 | SanJac Alpha Low Duration ETF · SJLD cheaper diff. adviser | 7% | 0.35% | SanJac Alpha LP |
| 16 | SanJac Alpha Core Plus Bond ETF · SJCP cheaper diff. adviser | 7% | 0.65% | SanJac Alpha LP |
| 17 | iShares iBonds Dec 2035 Term Treasury ETF · IBTQ cheaper diff. adviser | 7% | 0.07% | BlackRock Fund Advisors |
| 18 | Fidelity Intermediate Treasury Bond Index Fund · FUAMX cheaper diff. adviser | 6% | 0.03% | Fidelity Management & Research Company LLC |
| 19 | Thornburg Strategic Income Fund · TSIAX, TSICX, TSIIX, TSIRX, TSRRX, TSRIX, TSRSX cheaper | 6% | 0.53% | Thornburg Investment Management, Inc. |
| 20 | NORTH SQUARE STRATEGIC INCOME FUND · ADVAX, ADVNX diff. adviser | 6% | 0.68% | North Square Investments, LLC |
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